Chapter 7 - Pulling it all together!

In this very practical chapter, you will be taking control of your own finances.

At Podium Prosperity Group, we follow a simple and ongoing process with our clients:

Plan - Protect - Grow

In this session, you will learn what is important in a financial plan and how to pull your own plan together. You will gain increased understanding of how you can take control of your financial life as you create a living plan, protect your plan, and grow your financial wealth.

Many people choose to float, and live their financial lives by default, believing that as long as they take care of their health and save some for a rainy day, everything will be okay. Recently LiveUp2 Foundation asked me to share my story. If you had asked me in my 20's what my life would look like in the future, this would not have been my vision for myself or my family: https://www.youtube.com/watch?v=3wN_c4wwkaI

I share that video with you simply to impress upon you that life doesn't always go according to plan. Sometimes it is exponentially better than planned, and sometimes not. With a written plan to follow, and solid strategies in place in case something dramatically changes your plan one way or the other, you will have a life which is less stressed. Recovery from life's speed-bumps will be faster when you have a solid strategy in place.

Our goal from this session, and indeed the series, is to help you feel more in control of your own finances. We have invested our time and money to bring this series to you, stemming from a wish that someone had taken the time to share information like this with our generation. We hope you have found this series helpful.

If you have missed some sessions, never fear.

You will still benefit from this evening.

Jim Pelot CPA, CA will once again be our guest speaker / facilitator this evening. Jim also has a compelling life story, in both his personal and professional life. Jim has been a serial entrepreneur for many years and has thrived on taking a great idea and building a business around it. Today he is CFO of 3 companies, still a shareholder in one other, and is inspired by helping people and businesses strengthen their financial outcomes through his vast experience in strategic planning.

Pssssssssssssssst!! Tell all your friends to register today too.

If you (or someone you know who would benefit) are between the ages of 25 and 35 (ish), join Podium Prosperity Group for our financial literacy program at Flying Monkeys Breweryfrom 7:00pm to 8:30pm.

*This series has been free to you as we invest in and promote financial literacy in Barrie. We ask only that you make a donation of what you can afford to The David Busby Street Centre - Your Eventbrite registration will facilitate this donation or you can donate in person at the event by cash or cheque. Thank you!

**This financial literacy series is to educate - we will not be recruiting or selling.